V Wealth Advisors’s Citrix Systems Inc CTXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,941
| Closed | -$228K | – | 504 |
|
|
2021
Q2 | $228K | Buy |
1,941
+341
| +21% | +$40.1K | 0.04% | 423 |
|
|
2021
Q1 | $225K | Hold |
1,600
| – | – | 0.04% | 387 |
|
|
2020
Q4 | $208K | Sell |
1,600
-69
| -4% | -$8.97K | 0.04% | 357 |
|
|
2020
Q3 | $230K | Buy |
1,669
+45
| +3% | +$6.2K | 0.16% | 151 |
|
|
2020
Q2 | $240K | Hold |
1,624
| – | – | 0.06% | 305 |
|
|
2020
Q1 | $230K | Buy |
+1,624
| New | +$230K | 0.07% | 269 |
|
|
2017
Q3 | – | Sell |
-18,613
| Closed | -$1.48M | – | 753 |
|
|
2017
Q2 | $1.48M | Buy |
18,613
+24
| +0.1% | +$1.91K | 0.7% | 44 |
|
|
2017
Q1 | $1.56M | Sell |
18,589
-4,032
| -18% | -$338K | 0.96% | 32 |
|
|
2016
Q4 | $1.6M | Buy |
22,621
+219
| +1% | +$15.5K | 1.17% | 26 |
|
|
2016
Q3 | $1.52M | Buy |
22,402
+1,711
| +8% | +$116K | 1.22% | 23 |
|
|
2016
Q2 | $1.32M | Buy |
+20,691
| New | +$1.32M | 1.08% | 31 |
|